Manage LTL Users

To add a new user to your account, for Leads Transfer through LinkedIn follow the steps below:

  1. Login to your ConnectionSphere account here:

  2. In the top bar, click on your avatar icon, and then click n the settings option.

3. Once in the settings screen, click on the users link.

4. Once in the users screen, you scroll down the bottom of the list of current users.

5. Check the box of the user that you want to transfer the leads through LinkedIn, and write the LinkedIn URL there too.

6. Click on Save button.

Conversely, if you want to remove a user or change settings from receiving leads on LinkedIn, you can click on the active pipeline , go to lead transfer option in edition screen and select or unselect to add or remove users / when to receive leads on LinkedIn.